Configurar GestiĆ³n de gastos para integraciĆ³n concurrente
Antes de integrar Salesforce con SAP Concur, verifique que los datos requeridos estĆ”n disponibles y que los usuarios tienen los permisos necesarios. AsegĆŗrese de que los gastos son accesibles desde una pĆ”gina de visita y que la configuraciĆ³n de la aplicaciĆ³n mĆ³vil estĆ” completa.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Ediciones Enterprise y Unlimited con licencia complementaria Life Sciences Cloud, Life Sciences Cloud para Customer Engagement y el paquete gestionado Life Sciences Customer Engagement.
Agregar ficha Gastos a pƔgina de visita Active la ficha Gastos en registros de visitas de modo que los usuarios puedan realizar un seguimiento y actualizar sus gastos de visita sin salir de la pƔgina.
Crear un tipo de gasto Cree tipos de gastos para ayudar sus usuarios a clasificar sus gastos de visita.
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